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Here’s How Chipotle Is Looking To Drive Customer Traffic By Its Advertising Campaign

by Trefis Team
As it struggles to keep food safety concerns at bay, Chipotle Mexican Grill  (NYSE: CMG) is increasing its focus on advertising campaigns to promote its new menu items. The company recently opened “Chipotle NEXT Kitchen” where it will be testing ...
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Alibaba Continues To Impress With Robust Growth Across Segments

by Trefis Team
Alibaba  (NYSE:BABA) announced its Q1 fiscal 2018 earnings on August 17, reporting a 56% year-over-year increase in revenues to RMB 50.2 billion ($7.4 billion). Alibaba has reported similar revenue growth in the last few years, due to strength in...
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Wal-Mart’s Q2 Earnings : E-Commerce Remains The Bright Spot

by Trefis Team
Wal-Mart  (NYSE:WMT) reported better-than-expected fiscal second quarter results on Thursday, August 17, as both its bottom line and revenue came in ahead of market expectations. However, the stock dropped slightly nevertheless. On a reported bas...
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L Brands’ Q2 FY 2017 Performance Was Dragged Down By Victoria’s Secret And The Beauty Segments

by Trefis Team
 L Brands, the parent company of Victoria’s Secret (VS) and Bath & Body Works (BBW), held its second quarter fiscal 2017 (fiscal year ends in January) earnings call on August 17th. The results fell below management’s expectations....
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How Tesla’s Battery Strategy Could Drive Strong Margins On Model 3

by Trefis Team
Tesla  (NYSE:TSLA) launched its mass market Model 3 sedan in late July, delivering the first few vehicles to its employees. During the company’s second quarter earnings call conducted earlier this month, it indicated that the sedan could garner g...
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Here’s How Amazon Could Benefit From The Launch of Instant Pickup

by Trefis Team
Amazon’s  (NASDAQ:AMZN) razor sharp focus on convenience and speed of delivery has led to yet another innovative offering by the company, this time called Instant Pickup . Launched earlier this week, Instant Pickup allows Prime members and ...
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Gap Inc. Continues Its Momentum In The Second Quarter

by Trefis Team
Gap Inc. (NYSE:GPS) is among a small group of retail companies that reported a relatively strong second quarter. While the sales and adjusted earnings per share fell when compared to the prior year period, they came in above expectations, led by ...
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Why We Are Neutral On Intel Despite Decent Q2 Results

by Trefis Team
We have kept our price estimate for  Intel (NASDAQ:INTC) at around $36, despite the strong growth that the company reported in its key segments such as data centers and client computing, which prompted it to raise its full year forecasts. We do a...
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Here’s How McDonald’s Is Looking To Expand In China

by Trefis Team
After selling a controlling stake (80%) of its China business to CITIC and Carlyle group earlier this year, McDonald’s  (NYSE:MCD) recently announced its growth plans in the region.  With new partners now operating the company’s franchisees...
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Why Have Aluminum Prices Risen Sharply In Recent Months?

by Trefis Team
Aluminum prices have risen considerably in recent months, as illustrated by the chart shown below. LME Aluminum Prices, Source: LME LME aluminum prices have averaged close to $1,900 per metric ton so far this year, around 18% higher than the ...
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A Closer Look At Harley Davidson’s International Growth Strategy

by Trefis Team
Harley-Davidson  (NYSE:HOG) has had a challenging start to 2017. With a slowing industry environment, the company reduced its shipment guidance for 2017 by 200 basis points. While the performance of its international segment was also slow in Q2 2...
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China Unicom Posts Strong Profit Growth, Outlines Mixed-Ownership Reform Plans

by Trefis Team
China Unicom  (NYSE:CHU), China’s second largest Chinese wireless carrier, published its first half 2017 interim results on Wednesday, August 16, reporting strong earnings growth amid soaring mobile data consumption and a growing mix of 4G custom...
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Cisco Reports Tepid Results With Sustained Revenue Declines Across Key Product Segments

by Trefis Team
Cisco (NASDAQ:CSCO) announced its Q4 fiscal year 2017 earnings on August 16, reporting a 4% decline in revenues to $12.1 billion. The decline in revenues was attributable to weakness across product segments, particularly the core switching and ro...
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NetApp Reports Strong Results Driven By Strength In Strategic Product Sales

by Trefis Team
NetApp (NASDAQ:NTAP) announced its fiscal Q1 earnings on August 16, reporting  a 2% increase in net revenues to just over $1.3 billion. Reported net revenue and gross margin figures were in line with the mid point of the guidance provided by the ...
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Why We Revised Our Price Estimate For Facebook’s Stock To $165

by Trefis Team
Facebook ‘s (NASDAQ:FB) stock is up about 18% year-to-date (YTD) and 22% in the last twelve months, driven by strong revenue growth in the first half of 2017, slightly offset by the company’s expectations that revenue growth will slow...
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